EDR concept
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Two industry leaders are jointly promoting the deployment of Robotaxi. Institutions continue to be bullish on the investment opportunities in autonomous driving.
According to media reports, on November 2, Xiaoma Zhixing and BAIC New Energy held a L4 self-driving car development technology cooperation signing ceremony at BAIC Bluepark. Both parties aim to achieve mass production of fully autonomous Robotaxi vehicles and jointly promote the large-scale implementation of autonomous driving travel services (Robotaxi).
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Mild recovery as the main theme, A-share semiconductor sector welcomes a wave of earnings forecasts. How will the future industry prosperity evolve?
①15 semiconductor companies have announced their performance for the first three quarters, with 11 forecasting growth and 2 reversing losses; ② The moderate recovery of the industry and the rebound in market demand have become the main theme of this round of performance forecasts; ③ Some interviewees believe that only the market for mid- to high-end chips may do well in the second half of the year.
The Musk Cybercab is about to be released! Many domestic giants are eagerly exploring the Robotaxi China model.
1. Tesla will launch a new Robotaxi (self-driving taxi) product named 'Cybercab'; 2. Companies such as Baidu's Luobo Kuai Pao, Didi, Xiaoma Zhi Xing, AutoX, Wenyuan, as well as GAC's Ruqi Chuxing, SAIC's Xiangdao Chuxing and other companies have all laid out in the Robotaxi business; and listed companies like Wanma Technology are also exploring the Chinese model of Robotaxi.
Witness history! The sse composite index surged by 10%! All A-share brokerages hit the limit up! Semiconductors almost all hit the limit up.
After the National Day holiday, the A-share king is back!
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Tesla plans to launch FSD in China in the first quarter of next year. Institutions say that the intelligent driving industry has reached a critical point.
On September 5, Tesla released its roadmap and expects to launch the Full Self-Driving (FSD) system in China and Europe in the first quarter of 2025, subject to regulatory approval. Ma Liang, from Anxin Securities, believes that recently multiple policies have been issued to support the development of smart driving. Combined with car companies actively promoting Urban NOA implementation, the turning point for the smart driving industry has arrived, and it is recommended to pay attention to relevant opportunities.
The latest holding positions of the retirement fund have been exposed: In the second quarter, there were 61 new stocks in the top ten shareholders list, with Zhejiang Weixing Industrial Development and other stocks held by 2 shareholders.
① With the completion of the semi-annual report disclosure of listed companies, the top ten circulating shareholders of 188 stocks in the retirement fund appeared frequently; ② Among them, among the top ten circulating shareholders of 61 new stocks, Zhejiang Weixing Industrial Development, National Investment Intelligence and other 5 stocks each obtained 2 new shareholdings from the retirement fund; ③ Attached is the number of new shareholding institutions and A-share list in the second quarter of the retirement fund (see attached table).
Internet security vendors are experiencing widespread losses, and the industry's downward trend is difficult to conceal due to seasonal factors. It is urgent to find new sources of revenue.
In the first half of the year, only 3 out of the top 20 companies in the csi information security index achieved profitability, while all of the top 10 suffered losses. Financial reporters from CaiLian News learned through multiple interviews that the losses were mainly caused by periodic project cycles and seasonal factors affecting payment collection. Analysts point out that in the context of downstream customers, primarily government clients, facing significant financial pressure and declining purchasing power, the network security industry needs to expand its market to more commercial clients.
Benefiting from increased downstream demand and mass production of new products, Allwinner Technology's H1 turned from a loss to a profit. | Interpretations of financial reports
After a sharp drop in stock prices in the afternoon, the half-year report of Allwinner Technology will be released tonight, and the main financial indicators are within the previously announced performance range. Benefiting from the recovery of the semiconductor industry, increased downstream demand, and mass production of new products, the company achieved a record high revenue in the first half of the year since its listing, and the net income turned positive year-on-year.
The curtain opens for the large-scale construction of integrated vehicle-road cloud with a series of approved demonstration projects.
In the past few months, many local governments have launched "vehicle-road-cloud integration" projects one after another. The first batch of pilot cities, including Beijing, Wuhan, Changchun, Fuzhou, and Inner Mongolia Erdos Resources, have successively approved demonstration projects. Huaxin Securities pointed out that the prelude to the large-scale construction of vehicle-road-cloud integration has been opened, and the industry is about to usher in a period of rapid development.
Rare! The shareholders of 360 Security Technology Inc. were dissolved and their shareholdings were dismantled. Zhou Hongyi's reduction in shareholding quotas can be shared by 36 parties.
①Qixin Zhicheng, a shareholder of 360 Holdings, is in the process of dissolution and liquidation. It has repaid the syndicated loan that 360 company borrowed when it was delisted from the US stock market. ②After Qixin Zhicheng's dissolution and liquidation, Zhou Hongyi and the buyer group shareholders will directly hold the shares of 360. ③In addition to Zhou Hongyi, Tianjin Xinxinsheng is the only shareholder in the buyer group who holds more than 5% of the shares of 360, but it is also in liquidation.
With AI drive and demand picking up, China's semiconductor industry is expected to maintain high-speed growth.
The 12th (2024) Semiconductor Equipment and Core Components Exhibition will be held from September 25th to 27th at the Wuxi Taihu International Expo Center. Guoyuan Securities' Cheng Zhouhang said that the growth rate of China's semiconductor industry is strong, leading the global market, and the future global market share will continue to rise under the trend of domestic production.
Cost reduction and efficiency improvement supported the increase of gross profit, and Ningbo Joyson Electronic Corp.'s net profit in the first half of the year increased by more than 30% year-on-year. | Briefing
① The company's revenue remained stable in the first half of the year, with a year-on-year increase of 34.14% in net profit attributable to shareholders; cost reduction and efficiency improvement achieved significant results, gross margin of Ningbo Joyson Electronic Corp. increased against the trend in the first half of this year; ② The total amount of newly obtained orders for the first half of the year increased by 19.43% year-on-year throughout the entire life cycle.
Institutions conducted intensive research on companies in the AI mobile phone industry chain. TONGYI DÀ MÓXÍNG became the first AI model technology provider for the Paris Olympics. | AI Daily Morning News
Today's AI daily morning news mainly includes: ① Institutions intensively researching companies in the AI mobile phone industry chain; ② Kuaishou Keling opening up the inside, upgrading basic models.
The biggest beneficiary of Microsoft's blue screen has emerged.
"Windows Blue Screen" accelerates changes in the operating system and cybersecurity industry.
There have been no significant changes in recent daily operations. The stock of storage chip concept, which has been on a two-day streak, announced abnormal movements. | Summary of post-market announcements.
Jiang Bolong: Net profit for the first half of the year is expected to be between CNY 0.52 billion and 0.61 billion, with a year-on-year reversal of losses.
AI-driven storage demand is increasing and institutions are bullish on mainstream storage maintaining price increases throughout 2024.
Pan Jiancheng, CEO of United Microelectronics, said that the retail storage market has bottomed out. NAND manufacturers are bullish on strong demand for enterprise-level SSD storage and continued growth in mobile storage capacity. The manufacturers have a firm attitude towards the market price of NAND.
Major storage factories claim that the market condition in 2025 is "significantly optimistic", and the storage industry chain will enter an upward cycle.
According to media reports, J.Y. Jao, the chairman of memory manufacturer Macronix, said that he has gradually felt the growth of memory sales in the second quarter of this year, and expects that quantity will lead price increases. He is optimistic about the next two years, when the memory industry will enter an upswing cycle. 2025 is expected to be a significant year of growth, and next year's market prospects can be described as "significantly optimistic".
Five departments released a list of pilot cities for the integration of vehicle and road cloud applications, which may lead to a market worth nearly 100 billion yuan for roadside units.
①Five departments have announced the list of pilot cities for the"car-road-cloud integration" application of smart connected cars, including 20 cities such as Beijing, Shanghai, Guangzhou, and Shenzhen. ②Guolian Securities stated that the construction of the car-road-cloud is expected to promote the roadside-unit market scale to nearly 10 billion. The smart connected car pilot project is gradually being implemented, and the overall project scale of the first batch of pilot cities is expected to be nearly 100 billion.